| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Patrick Landadio Control | Co-Managing Member, Managing Director | 25-50% | 2011 |
| John Fernando Vieira Control | Co-Managing Member, Managing Director | 25-50% | 2011 |
| Justin Carter Dausch | Chief Compliance Officer | Under 5% | 2019 |
Personal Cfo Solutions LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Personal Cfo Solutions LLC reports 18 employees.
Personal Cfo Solutions LLC is based in Chester, NJ and has been SEC-registered since 2012.
Personal Cfo Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 384 Main Street, Chester, NJ 07930-2528 |
| Phone | 908-955-7055 |
| Fax | 908-955-7238 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.38B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.38B |